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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

ENTRUST WEALTH ADVISORS, LLC

CRD 299040

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:20d34e1b-b8b4-8a08-bec5-8c8528b7e510

Data as of Mar 7, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 7
On other graphs: 1
Observed: Sep 25, 2018 to Mar 7, 2024
24 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Entrust Wealth Advisors, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $367MItem 5.F on the latest filing (2024-03-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $367M
Private client RAUM: $362MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 436
Individual clients: 44
High net worth clients: 76
SEC number: 801-114189
CRD: 299040
Filings on the tape: 24
First filed: Sep 25, 2018
Latest filed: Mar 7, 2024
Organised: Limited Liability Company, Delaware
Website: entrustwealthadvisors.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CONNERS CAPITAL MANAGEMENT, INC.	Member	C	yes	11/2018	Nov 9, 2018	Mar 7, 2024
CONNERS, DANIEL, ANDREW	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	Na	yes	11/2018	Nov 9, 2018	Mar 7, 2024
CONNERS, DANIEL, ANDREW	President	E	yes	09/1997	Nov 9, 2018	Mar 7, 2024
CRAWFORD, MICHAEL, PATRICK	Trustee	F	yes	09/2000	Nov 9, 2018	Mar 7, 2024
CRAWFORD, MICHAEL, PATRICK	MANAGING MEMBER	Na	yes	11/2018	Nov 9, 2018	Mar 7, 2024
CRAWFORD, RANDI, MICHELLE	Trustee	F	yes	09/2000	Nov 9, 2018	Mar 7, 2024
CREST CANYON PARTNERS, LLC	Member	D	yes	11/2018	Nov 9, 2018	Mar 7, 2024
THE CRAWFORD FAMILY TRUST	Member	E	yes	06/2018	Nov 9, 2018	Mar 7, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2023	Mar 7, 2024	$367M	$367M	5	4	n/a	n/a
2022	Mar 23, 2023	$321M	$321M	5	4	n/a	n/a
2021	Mar 11, 2022	$336M	$336M	5	4	n/a	n/a
2020	Mar 30, 2021	$301M	$301M	5	3	n/a	n/a
2019	Mar 30, 2020	$155M	$131M	5	3	n/a	n/a
2018	Feb 26, 2019	$152M	$122M	2	2	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$367M	$321M	14.5%	$301M	6.8%	5	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALPHACORE CAPITAL LLC	3	Mar 3, 2025	Jan 16, 2025	SAN DIEGO, CA	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UBS FINANCIAL SERVICES INC.	2	Nov 20, 2018	Nov 13, 2018	SAN DIEGO, CA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Controls (6)

← CONNERS, DANIEL, ANDREWOwnerPRESIDENT, ownership code E, individual
Nov 9, 2018 to presentfactForm ADV
← CRAWFORD, MICHAEL, PATRICKOwnerTRUSTEE, ownership code F, individual
Nov 9, 2018 to presentfactForm ADV
← CRAWFORD, RANDI, MICHELLEOwnerTRUSTEE, ownership code F, individual
Nov 9, 2018 to presentfactForm ADV
← CONNERS CAPITAL MANAGEMENT, INC.OwnerMEMBER, ownership code C, domestic entity
Nov 9, 2018 to presentfactForm ADV
← CREST CANYON PARTNERS, LLCOwnerMEMBER, ownership code D, domestic entity
Nov 9, 2018 to presentfactForm ADV
← THE CRAWFORD FAMILY TRUSTOwnerMEMBER, ownership code E, domestic entity
Nov 9, 2018 to presentfactForm ADV

Registered with (3)

← DANIEL CONNERSAdvisorregistration: previous registration
Jan 22, 2019 to Mar 3, 2025factForm ADV
← MICHAEL CRAWFORDAdvisorregistration: previous registration
Jan 29, 2019 to Mar 3, 2025factForm ADV
← Brennan D CobbAdvisorregistration: previous registration
Jun 16, 2021 to Mar 3, 2025factForm ADV

Moved with (2)

→ ALPHACORE CAPITAL LLCRegistered adviser3 advisors, firm absorbed, same day
Mar 3, 2025 to Jan 16, 2025factForm ADV
← UBS FINANCIAL SERVICES INC.Registered adviser2 advisors, team lift out, same day
Nov 20, 2018 to Nov 13, 2018factForm ADV

Dated events

Occurred
Mar 6, 2025
Left the SEC roster
Entrust Wealth Advisors, Llc no longer on the SEC adviser roster (last listed 2025-02-03, RAUM $367.5M)
Form ADVobserved 6 days ago
$367M
Occurred
Mar 3, 2025
Firm absorbed
Entrust Wealth Advisors, LLC's advisors moved to Alphacore Capital LLC (San Diego, CA): 3 of 3 registered, on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Mar 3, 2025
Advisor changed firm
Brennan D Cobb left Entrust Wealth Advisors, Llc for Alphacore Capital Llc (registered 2025-01-16)
Form ADVobserved 6 days ago
Occurred
Mar 3, 2025
Advisor changed firm
Michael Crawford left Entrust Wealth Advisors, Llc for Alphacore Capital Llc (registered 2025-01-14)
Form ADVobserved 6 days ago
Occurred
Mar 3, 2025
Advisor changed firm
Daniel Conners left Entrust Wealth Advisors, Llc for Alphacore Capital Llc (registered 2025-01-14)
Form ADVobserved 6 days ago
Occurred
Oct 20, 2020
Regulatory AUM changed
Entrust Wealth Advisors, Llc reported RAUM $258.5M, up 67% from $154.6M (2020-08-17 to 2020-10-20)
Form ADVobserved 6 days ago
$104M
Occurred
Sep 25, 2018
First Form ADV filing
Seaside Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20d34e1b-b8b4-8a08-bec5-8c8528b7e510
First observed: Sep 25, 2018
Last observed: Mar 7, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ENTRUST WEALTH ADVISORS, LLC

CRD 299040

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:20d34e1b-b8b4-8a08-bec5-8c8528b7e510

Data as of Mar 7, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CONNERS CAPITAL MANAGEMENT, INC.

Member

yes

11/2018

Nov 9, 2018

Mar 7, 2024

CONNERS, DANIEL, ANDREW

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

11/2018

Nov 9, 2018

Mar 7, 2024

CONNERS, DANIEL, ANDREW

President

yes

09/1997

Nov 9, 2018

Mar 7, 2024

CRAWFORD, MICHAEL, PATRICK

Trustee

yes

09/2000

Nov 9, 2018

Mar 7, 2024

CRAWFORD, MICHAEL, PATRICK

MANAGING MEMBER

yes

11/2018

Nov 9, 2018

Mar 7, 2024

CRAWFORD, RANDI, MICHELLE

Trustee

yes

09/2000

Nov 9, 2018

Mar 7, 2024

CREST CANYON PARTNERS, LLC

Member

yes

11/2018

Nov 9, 2018

Mar 7, 2024

THE CRAWFORD FAMILY TRUST

Member

yes

06/2018

Nov 9, 2018

Mar 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 7, 2024

$367M

n/a

2022

Mar 23, 2023

$321M

n/a

2021

Mar 11, 2022

$336M

n/a

2020

Mar 30, 2021

$301M

n/a

2019

Mar 30, 2020

$155M

$131M

n/a

2018

Feb 26, 2019

$152M

$122M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$367M

$321M

14.5%

$301M

6.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALPHACORE CAPITAL LLC

Mar 3, 2025

Jan 16, 2025

SAN DIEGO, CA

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UBS FINANCIAL SERVICES INC.

Nov 20, 2018

Nov 13, 2018

SAN DIEGO, CA

Team lift out

Wirehouse to new firm

0.0%